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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-17 |
| NJ | RA | APPROVED | 2024-09-04 |
Branch Locations
701 Brickell Ave Suite 1250, Miami, FL 33131 • United States
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs International | Miami | FL | 11/2016 | 05/2019 |
| Banco Santander International | Miami | FL | 02/2015 | 11/2016 |
| Aberdeen Standard Investments, Inc. | Philadelphia | PA | 05/2019 | 12/2021 |
| Aberdeen Fund Distributors, Llc | Philadelphia | PA | 05/2019 | 12/2021 |
| Morgan Stanley | Miami | FL | 12/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
| Blackrock | Miami | FL | 08/2024 | Present |
| Blackrock Investments, Llc | Miami | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
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